# Optimized Investment Partners, LLC

> Optimized Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 322145
- Filed as: OPTIMIZED INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322145
- AdvisorCensus page: https://advisorcensus.com/firm/optimized-investment-partners-llc-322145

## Quick answers

**How is Optimized Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Optimized Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Optimized Investment Partners, LLC registered with the SEC or a state?**
Optimized Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 322145.

**How much does Optimized Investment Partners, LLC manage?**
Optimized Investment Partners, LLC reports $722,000,000 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (0% discretionary).

**How have Optimized Investment Partners, LLC's assets and staff changed since 2024?**
In the Form ADV data for Optimized Investment Partners, LLC: Regulatory assets under management: $140,000,000 in the October 2024 data and $722,000,000 in the October 2026 data, up 416%. Total employees: 2 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Optimized Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (33).

**Does Optimized Investment Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322145

**What changed in Optimized Investment Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $525,000,000 to $722,000,000 (+38%). Added an office in Escondido, CA. Registered or notice-filed in WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $722,000,000
- Discretionary: $0
- Non-discretionary: $722,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | 33 | $722,000,000 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Escondido, CA

### Websites listed on Form ADV (Item 1.I)
- optimizedip.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $140,000,000 | 2 | August 26, 2024 |
| October 2025 | $538,000,000 | 5 | July 15, 2025 |
| October 2026 | $722,000,000 | 5 | September 15, 2026 |

Regulatory assets under management: $140,000,000 in the October 2024 data and $722,000,000 in the October 2026 data, up 416%.
Total employees: 2 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $525,000,000 to $722,000,000 (+38%).
- Added an office in Escondido, CA.
- Registered or notice-filed in WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Optimized Investment Partners, LLC (CRD 322145): Form ADV filing data as of October 2026.